The Inside Story of Growth Investing at a16z
This episode is a special replay of David George’s conversation with Harry Stebbings on 20VC. David is a General Partner on a16z’s growth team, and in this discussion he breaks down how he thinks about breakout growth investing: why great business models are now table stakes, where real edge comes from non-consensus views on TAM, and how to underwrite upside in a world of higher prices and increasing competition.
They also dig into the mechanics behind the scenes: unit economics at growth, “pull vs push” products, winner-take-most market structures, and how David decides when to double or…
The skinny
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